How is Kotak Equity Opportunities MF doing?

ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.How the fund has performed 78330488Where the fund invests 78330522Basic factsDate of launch: 9 September 2004Category: EquityType: Large & MidcapAUM (As on 31 Aug 2020): Rs 3,637.31 CrBenchmark: Nifty 200 Total Return IndexWhat it costsNAV(As on 22 Sep 2020): Growth option: Rs 122.951Dividend option: Rs 22.311Minimum investment: Rs 5,000Minimum SIP amount: Rs 1,000Expense ratio(As on 31 Aug 2020) (%): 2.02Exit load: For units in excess of 10% of the investment, 1% will be charged for redemption within 365 daysFund managerHarsha UpadhyayaTenure: 8 YearsTop 5 sectors in portfolio (%) 78330549Top 5 stocks in portfolio (%) 78330562Recent portfolio changesNew Entrants: NAComplete Exits: ABB Power Products and Systems (June), GAIL, SBI (Aug)Additions: Infosys, JK Cement Ltd, Tata Consultancy Services (July & Aug)How risky is it? 78330572Should you buy?Kotak Equity Opportunities strikes a fine balance between large and mid caps. It has hiked its mid-cap presence sharply since the recategorisation in 2018, when it had a large-cap tilt. This mid-cap exposure is mostly built in the mid-section of the portfolio, with large caps dominating the top bets. The fund manager prefers companies that have the ability to generate consistent cash flows, have a proven, scalable business model with efficient management and available at reasonable price. It has pared back exposure to financials in recent years. The fund continues to maintain consistency in outperformance despite changes in its focus. The proven credentials of its long serving fund manager provide additional comfort.Source: Value Research

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